Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,797 | $190,862-78.1% | $159,991-73.9% | $134,509-68.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -4.22% | 552.59%-556.8pp | 408.82%-413.0pp | 418.13%-422.4pp |
| Employer contribution / active EE | $5,815 | $4,995+16.4% | $4,225+37.6% | $4,741+22.7% |
| Participant deferral / active EE | $9,788 | $6,924+41.4% | $6,183+58.3% | $6,400+52.9% |
| Admin fee / account holder | $5,915 | $10,495-43.6% | $8,715-32.1% | $11,427-48.2% |